Strategies & Insights Stay informed with the latest perspectives from NAI Legacy. Strategies View All January 6, 2026 Strategies & Insights Basis Step-Up and Repositioning December 11, 2025 Strategies & Insights Entity and Partnership Restructuring December 3, 2025 Strategies & Insights Low Basis Exit Strategies November 10, 2025 Strategies & Insights Contribution and Continuity Planning November 2, 2025 Strategies & Insights Bricks to Shares Conversions October 29, 2025 Strategies & Insights Holistic Structure Design Tax Strategy Insights View All December 31, 2025 Strategies & Insights §168 – Bonus Depreciation Overview December 17, 2025 Strategies & Insights §1031 Exchange Overview December 16, 2025 Strategies & Insights §368 – Corporate Reorganization Overview December 12, 2025 Strategies & Insights §1015 – Carryover Basis Overview December 2, 2025 Strategies & Insights §453 – Installment Sale Method Overview November 27, 2025 Strategies & Insights §733 – Partnership Basis Adjustment Overview Trust Structure Insights View All December 26, 2025 Strategies & Insights Dynasty Trust Overview November 18, 2025 Strategies & Insights Grantor Retained Annuity Trust (GRAT) Overview November 16, 2025 Strategies & Insights Revocable Living Trust Overview November 14, 2025 Strategies & Insights DST – Delaware Statutory Trust Overview November 12, 2025 Strategies & Insights Charitable Remainder Trust (CRT) Overview November 7, 2025 Strategies & Insights Irrevocable Trust Overview Delaware Statutory Trust Solutions View All October 18, 2025 Strategies & Insights DST as a Partnership Restructuring Tool September 30, 2025 Strategies & Insights DST as a §1031 Solution September 23, 2025 Strategies & Insights DST as a Contribution Vehicle September 12, 2025 Strategies & Insights DST as a Specialty Partner Joint Venture September 10, 2025 Strategies & Insights DST as an Estate Planning Solution September 5, 2025 Strategies & Insights DST as a Custom Deal Structures
